Account Manager | Retirement Plan Administrator, Defined

Position: Account Manager | Retirement Plan Administrator, Defined Benefit
#LI-OD1 #LI-Hyrbid

Essential Functions and Primary Duties

* Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business

* Perform all required Compliance Testing and related items

* Reconciles assets, prepares Form 5500 and all schedules

* Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders

* Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines

* Respond to Plan sponsors in a professional and timely manner concerning issues or questions

* Promote client retention and identify opportunities to build existing relationships through timely service quality

* Provide value-add solutions to increase operational efficiencies

* Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues

* Resolve complex situations or requests

* Attend client meetings and prepare materials for meetings

* Achieve service goals established by department

* Additional responsibilities as assigned

Preferred Qualifications

* Bachelor's degree

* Familiarity with FT William software used for 5500 and compliance

Minimum Qualifications

* High School Diploma or GED

* At least three years of professional, retirement plan administration, and compliance experience

* Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures

* Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards

* Proficient use of applicable technology

* Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)

* Experience performing work that requires initiative and leadership skills

* Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)

* Ability to anticipate and elicit customer needs

* Ability to self-learn and develop business and technical knowledge quickly

* Motivated team player with demonstrated interpersonal skills

* Comfortable working with quick turnaround times and deadlines

* Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization

* Ability to travel as necessary